Getting started using the Dynamics integration is easy, and setting up the basics doesn't take more than a minute.
Getting started
Go to your settings in Goava, select Dynamics from the dropdown in Choose integration. Enter your Dynamics domain and Tenant ID in the box.
The formula is as follows, where you replace the value in brackets with your information.
[Dynamics domain]/&tenant=[Tenant ID]
Example of domain entry:
org3c83a6a3.crm4.dynamics.com/&tenant=cc3ded07-e16f-4fb8-ae35-0f12dba97905
Don't know how to find your Tenant ID? Check out this article: Finding your Tenant ID.
After you clicked on Install Goava in Dynamics a new tab will be opened asking you login and authenticate the integration.
After you have confirmed the integration you will be re-directed to the Goava settings page where you should select Dynamics from the drop-down again and it will load your integration configuration. Here you will set up mappings for the integration and when you're done you can click Connect. See more information regarding the configuration below.
Create as Account or Leads
Choose if companies that are exported should be created as accounts or leads
Field used for org. nr/CVR/Business ID
Map the field from your Dynamics that you populate with org. nr/CVR/Business ID
Select field used for identifying customers (optional)
If you have a custom field in Dynamics that is used for signaling that a company is a customer
Define the customer identifier as "has any value" or custom value (optional)
Select if your Customer field in Dynamics can have any value or if it needs to be a custom value to indicate as a customer
If custom value, enter the value(s) with comma separation (optional)
Specify the field values that means customer, for example; Customer, Enterprise customer
Imported from Goava field mapping (DateTime) (optional)
If you want Goava to populate the date and time that a company was qualified Goava you need to create a custom field for this and map it here. This is useful if you have companies that already existed in Dynamics that was qualified in Goava - this allows you to sort on when it was qualified in Goava. The format of the field needs to be Time and Date.
Should Goava be allowed to re-assign organisations in Dynamics?
If a company already exists in Dynamics and a user qualifies a company in Goava then we can re-assign that company to the user that qualified the company and update the company data in Dynamics. This is useful if you have a lot of companies in Dynamics that are unassigned or owned by a fictive user.
After you have entered the configuration you are done and click Connect. Then you can click on the Sync companies button to start importing all companies from Dynamics to Goava. This operation might take a few hours depending on how many companies you have in Dynamics.
Qualifying companies
When you qualify a company in Goava it will directly create either an account or lead in Dynamics, depending on what you have selected in your settings.
When exporting the following data will be populated:
Account name
org. nr/CVR/Business ID
Number of employees
Revenue
Website
Visiting street
Visiting zip code
Visiting town
Country code
Description
Account/lead owner
Duplicates logic
When exporting from Goava we always check for duplicates based on organization number/CVR/Business ID on top of the duplicate logic you already have defined in Dynamics - so if it already exists we won't create a duplicate.
If you have Should Goava be allowed to re-assign organisations in Dynamics? set as Yes and a company that already exists in the CRM is qualified then we will simply re-assign it to the user that qualified it and update the company data (same field as shown above).
Mapping of companies
When we sync your companies from Dynamics to Goava we map them to lists in Goava based on their status in Dynamics, the mapping looks like this:
Leads/Accounts with no opportunities = Qualified
Accounts with open opportunity = Converted
Accounts, where the latest opportunity is lost = Denied
Accounts, where the latest opportunity is won = My Customers (unless you have defined custom mapping for customers)
Export of contacts
With the Dynamics integration, you can export contacts from Goava without leaving your CRM and creating a new contact associated with the account with one click.
Export of stories
If you find a news story or recruitment posting that you find interesting you can export them as a note on the company by clicking on Export article, and you guessed it - you don't have to leave Dynamics to do this.
Tips for Dynamics Admins
Create a new view for accounts in Dynamics
With criteria; the date field from Goava has any value for, a filter to only show logged-in users' accounts.
This will create a useful view with all qualified companies from Goava.
Add Discover prospecting to a dashboard in Dynamics
You can do all your prospecting without leaving Dynamics. An easy way of doing this is by creating a new dashboard and placing an iframe that you expand in width and height so that it covers the screen. You can watch a video of how to set it up here:
Add Goava's company dashboard to accounts in Dynamics
Make sure your sales reps read up on their prospects and customers by empowering them with Goava dashboards in Dynamics. Check out the article Adding Goava company dashboard to accounts in Dynamics
